Built around life events
Campaigns are grouped around the moments that bring people to advice, from approaching retirement to buying a first home, each with its own landing page.
Google Ads management for financial advisers and mortgage brokers
Google Ads for advisers and brokers, verified and compliant
Google requires financial services advertisers in the UK to complete FCA verification before ads can run. We help you through that setup, then build campaigns around high-intent searches such as pension advice near me or remortgage broker, with copy that has been through your compliance review. Ad spend is paid directly to Google.
Growth plan £995 a month, plus ad spend paid directly to Google
What we do for financial advisers and mortgage brokers
No claims you cannot stand behind
Mortgage ads avoid quoting rates that change weekly, and investment ads avoid return claims, which keeps the copy fair, clear and not misleading.
The wrong searches excluded
DIY investing, free calculators, adviser jobs and qualification searches are excluded, so spend goes on people looking for advice.
Why financial advisers and mortgage brokers need a different approach
A new ongoing advice client can often be worth £1,000 to £10,000 a year in fees, and a mortgage case typically brings a procuration fee from the lender plus any broker fee.
Every ad is a financial promotion
Ads, landing pages and social posts for regulated services must be fair, clear and not misleading, and they need sign-off before they go out. Most generalist agencies are not set up to work that way.
You cannot target by wealth
Google and Meta do not let you target people by investable assets or pension size. Campaigns have to find the right clients through what they search for, where they live and the decisions they are facing.
Long gaps between interest and action
Someone thinking about consolidating pensions or remortgaging may take months to act. Without follow-up, those early enquiries go cold or end up with whoever contacts them next.
Searches we would target
- “independent financial adviser near me”
- “mortgage broker london”
- “pension advice near me”
- “remortgage advice”
- “inheritance tax planning advice”
- “first time buyer mortgage broker”
Advertising rules we work within
Ads, landing pages and social posts for regulated products are financial promotions under FCA rules: they must be fair, clear and not misleading, and must be communicated or approved by an authorised firm. Mortgage promotions can also need specific risk warnings, and Google requires financial services advertisers in the UK to be verified as FCA authorised. We build campaigns with your compliance sign-off as a step in the process and publish nothing without it.
Questions
Will our compliance team need to approve everything?
Yes, and we plan for it. Ads, landing pages and AI follow-up scripts are shared for sign-off before they go live, and changes go back through the same process.
Can we target people with large pensions or portfolios?
Not directly. Google and Meta do not allow targeting by wealth. We reach likely clients through what they search for, location and the topics they engage with, then qualify them in follow-up.
How much should I spend on Google Ads?
It depends on what a click costs in your sector and what a customer is worth to you. As a rough guide, we suggest at least £1,000 a month so there is enough data to improve quickly. We will give you a recommendation in the free audit.
Do I keep my Google Ads account?
Yes. Campaigns run in your own account, which you own and pay Google for directly. If you ever leave, everything stays with you.
More for financial advisers and mortgage brokers
Google Ads management for other industries
Book your free audit.
Thirty minutes, no obligation. Answer a few quick questions and we'll come back with honest advice and a clear plan.
154 Buckingham Palace Road, London SW1W 9TRWorking with clients across the UK